Originally from Northern California, Ryan received bachelor's degrees in English and philosophy at UC Santa Barbara before beginning a career in journalism at the Santa Barbara Independent. After a few years of freelancing, bartending and snowboarding in Colorado, he moved to New York to earn a master's in journalism at Columbia University. Besides covering all things in financial advisor technology, Ryan has also written about music, sports, politics, art and entertainment.
-
Saifr’s technology flags risks and compliance issues in documents, social media posts and videos before they are sent for review.
January 25 -
In an exclusive Q&A, Financial Planning asks about the new role and how her experience with financial planning software will inform future decisions.
January 20 -
The bank’s consumer and wealth management business produced $2 billion in revenue in Q4, contributing to full-year revenue of $7.5 billion.
January 19 -
The trend shows no sign of slowing down in 2022, but not everyone is convinced the products are good for clients.
January 13 -
In her new role, Rothschild will oversee product development and help scale the wealthtech’s new business lines.
January 12 -
We asked leaders in the field to give us their thoughts on the coming year. Here's what they had to say.
December 28 -
A look back at the biggest events and trends that shaped the industry last year.
December 23 -
The firm faces an additional penalty after it didn’t participate in the regulator’s self-reporting initiative.
December 21 -
Dasarte Yarnway and Emlen Miles-Mattingy plan to launch the Onyx Advisor Network to support women, BIPOC and LGBTQ+ communities.
December 14 -
Increasing regulatory complexity and cost pressure is driving the latest trend in tech investing.
December 9 -
The direct-to-consumer startup will power an entirely digital policy only available through the insurer’s agents and advisors.
December 9 -
Brokerages cannot be held to the same standard as financial advisors, the fintech company argued.
December 6 -
The firm’s newest business unit’s first move is to acquire portfolio personalization software from Optimal Asset Management.
December 3 -
Technology gives investors more opportunity to diversify than ever, but experts worry about exotic strategies in IRAs.
December 2 -
Overall customer satisfaction with wealth management apps is improving but still trails other financial services.
November 24 -
Some worry the complex financial products are being pushed to investors who don’t fully understand the risks.
November 23 -
Financial Planning asks the executive about the latest updates to the company’s software, how his company balances growth with serving small advisors, and returning to in-person conferences.
November 18 -
Automated investing services use misleading language in marketing materials and portfolio management is not meeting fiduciary requirements.
November 11 -
Rather than look for an exit, the network of fee-only planners needs additional funding for new services, new technology.
November 10 -
The Swiss lender is also simplifying its structure into four divisions, including a single unit that groups together its advisory businesses.
November 5
Load More